> ## Documentation Index > Fetch the complete documentation index at: https://docs.boxd.sh/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks > Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business `quickbooks` · **114 tools** · no triggers ## Connect it ```bash theme={"theme":"github-dark"} run auth quickbooks run auth quickbooks --scope team # shared with the organization ``` Or from the [Integrations page](https://app.boxd.sh/integrations) in the console. See [Connections](/guides/integrations/connections) for personal versus shared, and who may remove one. ## Use it ```bash theme={"theme":"github-dark"} run quickbooks # common commands run quickbooks --all # every command ``` ```ts theme={"theme":"github-dark"} import { quickbooks } from "@boxd/run"; ``` ## Common tools | Tool | What it does | | ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `create-bill` | Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. | | `create-bill-payment` | Create a bill payment in QuickBooks to record payment against one or more bills. | | `create-deposit` | Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). | | `create-estimate` | Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. | | `create-item` | Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. | | `create-journal-entry` | Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. | | `create-payment` | Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. | | `create-purchase-order` | Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services. | | `create-sales-receipt` | Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card). | | `get-aged-receivables-report` | Generate an aged receivables report showing outstanding customer balances by age. | | `get-balance-sheet-report` | Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. | | `get-changed-entities` | Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. | | `get-company-info` | Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status. | | `get-general-ledger-report` | Generate a General Ledger report showing all transactions with debits, credits, and running balances. | | `get-profit-and-loss-detail-report` | Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. | | `get-profit-and-loss-report` | Generate a Profit and Loss report showing company income and expenses over a period. | | `get-report-account-list` | Retrieve the AccountList report from QuickBooks showing a list of all accounts. | | `get-report-aged-payables` | Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. | | `get-report-cash-flow` | Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. | | `get-report-customer-income` | Generate a customer income report in QuickBooks showing revenue by customer. | | `get-report-customer-sales` | Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. | | `get-reports` | Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. | | `get-report-trial-balance` | Generate a Trial Balance report showing account debits, credits, and balances for a specified period. | | `get-transaction-list-report` | Get the Transaction List report showing all transactions in the company. | | `list-departments` | Query Department entities in QuickBooks using SQL-like syntax. | | Tool | What it does | | ----------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `capture-charge` | Tool to capture funds for an existing charge that was authorized but not captured. | | `create-account` | Create a new account in QuickBooks with the given parameters. | | `create-bank-account` | Create a new bank account on file for a customer in QuickBooks Payments API. | | `create-bill` | Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. | | `create-bill-payment` | Create a bill payment in QuickBooks to record payment against one or more bills. | | `create-class` | Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments. | | `create-credit-memo` | Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments. | | `create-customer` | Create a new customer in QuickBooks with the given parameters. | | `create-deposit` | Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). | | `create-echeck-payment` | Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. | | `create-employee` | Create a new employee in QuickBooks. | | `create-estimate` | Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. | | `create-invoice` | Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on... | | `create-item` | Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. | | `create-journal-entry` | Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. | | `create-payment` | Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. | | `create-purchase` | Tool to create a new purchase transaction in QuickBooks Online. | | `create-purchase-order` | Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services. | | `create-refund-receipt` | Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services. | | `create-sales-receipt` | Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card). | | `create-tax-agency` | Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes. | | `create-taxservice-taxcode` | Create a new tax code with associated tax rates using the TaxService endpoint. | | `create-time-activity` | Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. | | `create-vendor` | Create a new vendor in QuickBooks with the given details. | | `create-vendor-credit` | Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe. | | `customer-balance-detail` | Generate a balance detail report for a customer in QuickBooks with the given customer ID. | | `customer-balance-report` | Generate a customer balance report in QuickBooks showing outstanding balances for customers. | | `delete-bank-account` | Tool to delete a bank account on file for a customer in QuickBooks Payments API. | | `delete-item` | Delete an item in QuickBooks Online by marking it as inactive (soft delete). | | `execute-batch-operation` | Execute multiple QuickBooks operations in a single request. Operations are performed serially. | | `get-aged-receivables-report` | Generate an aged receivables report showing outstanding customer balances by age. | | `get-attachable` | Tool to read details of a specific attachable by ID in QuickBooks Online. | | `get-balance-sheet-report` | Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. | | `get-bank-account` | Tool to retrieve a specific bank account by ID from QuickBooks Payments API. | | `get-bill` | Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status. | | `get-bill-payment` | Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. | | `get-changed-entities` | Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. | | `get-company-info` | Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status. | | `get-credit-memo` | Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount. | | `get-credit-memo-pdf` | Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo. | | `get-department` | Read details of a specific department by ID in QuickBooks Online. | | `get-deposit` | Tool to read details of a specific deposit by ID in QuickBooks Online. | | `get-estimate` | Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token. | | `get-estimate-pdf` | Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate. | | `get-exchange-rate` | Tool to get exchange rate for a specific currency code and date in QuickBooks Online. | | `get-general-ledger-report` | Generate a General Ledger report showing all transactions with debits, credits, and running balances. | | `get-inventory-valuation-summary` | Generate an Inventory Valuation Summary report showing inventory quantities and their current values. | | `get-invoice-pdf` | Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice. | | `get-item` | Tool to retrieve a specific item by its ID from QuickBooks Online. | | `get-journal-entry` | Tool to read details of a specific QuickBooks journal entry by ID. | | `get-payment` | Tool to fetch details of a specific payment by ID in QuickBooks Online. | | `get-payment-method` | Read details of a specific payment method by ID in QuickBooks Online. | | `get-payment-pdf` | Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment. | | `get-preferences` | Tool to read company preferences that control application behavior in QuickBooks Online. | | `get-profit-and-loss-detail-report` | Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. | | `get-profit-and-loss-report` | Generate a Profit and Loss report showing company income and expenses over a period. | | `get-purchase` | Tool to fetch details of a specific purchase by ID in QuickBooks Online. | | `get-purchase-order` | Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata. | | `get-purchase-order-pdf` | Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order. | | `get-refund-receipt` | Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer. | | `get-refund-receipt-pdf` | Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt. | | `get-report-account-list` | Retrieve the AccountList report from QuickBooks showing a list of all accounts. | | `get-report-aged-payable-detail` | Generate an aged payable detail report showing aging detail for accounts payable. | | `get-report-aged-payables` | Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. | | `get-report-aged-receivable-detail` | Generate an aged receivable detail report showing aging detail for accounts receivable. | | `get-report-cash-flow` | Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. | | `get-report-class-sales` | Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. | | `get-report-customer-income` | Generate a customer income report in QuickBooks showing revenue by customer. | | `get-report-customer-sales` | Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. | | `get-report-department-sales` | Generate a department sales report in QuickBooks showing sales data broken down by department. | | `get-report-item-sales` | Generate an ItemSales report showing sales data for products and services. | | `get-reports` | Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. | | `get-report-trial-balance` | Generate a Trial Balance report showing account debits, credits, and balances for a specified period. | | `get-sales-receipt` | Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata. | | `get-salesreceipt-pdf` | Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt. | | `get-tax-rate` | Tool to read details of a specific tax rate by ID in QuickBooks Online. | | `get-term` | Read details of a specific payment term by ID in QuickBooks Online. | | `get-time-activity` | Tool to read details of a specific time activity by ID in QuickBooks Online. | | `get-transaction-list-report` | Get the Transaction List report showing all transactions in the company. | | `get-transfer` | Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount. | | `get-vendor-credit` | Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status. | | `get-vendor-expenses-report` | Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. | | `list-cards` | Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. | | `list-departments` | Query Department entities in QuickBooks using SQL-like syntax. | | `list-invoices` | Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields. | | `query-account` | Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). | | `query-accounts` | Query Account entities in QuickBooks using SQL-like syntax. Use this action when you need to retrieve multiple accounts from the chart of accounts... | | `query-attachable` | Query Attachable entities in QuickBooks using SQL-like syntax. | | `query-bills` | Query Bill entities in QuickBooks using SQL-like syntax. Returns bills with vendor information, line items, amounts, due dates, and payment status. | | `query-customers` | Query Customer entities in QuickBooks using SQL-like syntax. | | `query-entities` | Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with... | | `query-estimates` | Query Estimate entities in QuickBooks using SQL-like syntax. | | `query-invoices` | Query QuickBooks invoices with flexible filtering and pagination support. | | `query-items` | Query Item entities in QuickBooks using SQL-like syntax. Use this action to search, filter, and retrieve products and services from the QuickBooks catalog. | | `query-payments` | Query Payment entities in QuickBooks using SQL-like syntax. Use when searching, filtering, or listing payments by date, customer, amount, or other attributes. | | `query-vendors` | Query Vendor entities in QuickBooks using SQL-like syntax. Returns vendors matching the specified criteria with full details. | | `read-account` | Read an account in QuickBooks with the given account ID. | | `read-class` | Read details of a specific class by ID in QuickBooks Online. | | `read-customer` | Read a customer in QuickBooks with the given customer ID. | | `read-employee` | Read an employee's details in QuickBooks with the given employee ID. | | `read-invoice` | Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. | | `read-vendor` | Read a vendor in QuickBooks with the given vendor ID. | | `send-credit-memo` | Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer. | | `update-attachable` | Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. | | `update-company-info` | Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. | | `update-department` | Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. | | `update-full-invoice` | Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation. | | `update-payment-method` | Tool to update an existing payment method in QuickBooks Online. | | `update-preferences` | Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. | | `update-sparse-invoice` | Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data. | | `update-term` | Tool to update an existing payment term in QuickBooks Online. | | `update-transfer` | Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. | | `vendor-balance-detail` | Generate a balance detail report for a vendor in QuickBooks with the given vendor ID. | | `vendor-balance-report` | Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. | [Open QuickBooks in the console →](https://app.boxd.sh/integrations/detail/quickbooks)